- Build and maintain strong relationships with clients and brokers.
- Achieve sales targets and manage a portfolio of group benefits.
- Collaborate with teams to deliver tailored solutions and client support.
- – Manage and review compilation and tax filings, ensuring compliance and quality.
- – Build strong client relationships by providing proactive and responsive service.
- – Mentor and develop team members, offering technical guidance and performance feedback.
- – Maintain accurate financial records using QuickBooks and Sage 300.
- – Process accounts payable and receivable, ensuring timely and accurate billing.
- – Perform bank reconciliations and prepare financial documentation for reporting.